Head of client operations

You own the client experience after the sale — onboarding, delivery, renewals. Every one of those processes involves people your clients never see.
Client operations
Head of client operations

What you own

A Head of Client Operations owns the processes that shape the client experience after the deal closes. Onboarding, service delivery, renewals, escalations — every one of these involves internal teams, external partners, and the client themselves, all coordinating across different systems and timelines. When any of it breaks down, the client feels it.

What slows you down

Client-facing processes are inherently multi-party. Your team coordinates with Sales for context, with Product for configuration, with Legal for contracts, and with the client for information and approvals. Each handoff is a potential delay, and every delay erodes the client experience. The coordination work is invisible to the client but consumes your team’s capacity.

Why it compounds

As client volume grows, the coordination overhead per engagement doesn’t shrink — it compounds. More clients mean more parallel onboardings, more exception handling, and more follow-ups. Your team spends more time managing the process than delivering the work, and client satisfaction suffers from delays they can’t see the cause of.

How Moxo changes the equation

Moxo gives Heads of Client Operations a single orchestration layer for every client-facing process. AI agents handle preparation, routing, follow-ups, and status tracking across internal teams and clients. Humans stay in control of exceptions, escalations, and client-facing decisions. The result is faster onboarding, smoother delivery, and a client experience that scales without adding headcount.

Processes that cross your desk

Pricing approval process
Approvals
Revenue ops
Sales ops
Finance
Project risk escalation
Exception management
Project ops
Campaign approval
Marketing ops
Approvals
Headcount approval
Approvals
People ops
Customer communication approval
Approvals
Customer ops
Pay application approval
Approvals
Finance
Project ops
Order to cash
Billing approval
Finance
Revenue ops
Approvals
Brand guideline approval
Marketing ops
Approvals
Go-live approval
Approvals
Project ops